- New Purchases: TCHP, SGEN, DIVO, CRWD, CAT, EW, OSH, PYPL, TMO, DFS, AZN,
- Added Positions: VOO, PG, SCHD, CSX, SCHZ, NEM, SCHG, AGG, MSFT, UNH, JPST, V, VZ, JPM, CME, AAPL, MCD, HON, GS, SCHA, SCHF, CVX, SCHE, MMM, BSCM, JNJ, BSCO, IJR, VIG, HD, SCHP, SCHM, WMT, TFC, MDT, TSM, TSLA, NFLX, BSCN, ICE, ABNB, GOOG, HLT, UPST, AVGO, APD, ASML, CLX, NSC, INTC, NVO, EQIX, DUK, CCI, CMCSA, ABT, EXC, ATVI, GILD, ADBE, BSCQ, BSCP, KLAC, SPGI, YUM, CVS, RDFN, BUD, DG, BAC, FB, ABBV, PFE, BA, ALLO, CARR, AZEK, LMND, DKNG, DOCU, QQQ, SHOP, PTON, SCHW, T, SPY, UNP,
- Reduced Positions: COP, NKE, ANTM, DOW, XHR, MINT, PEP, QCOM, MELI, FSK, SCHB, KO, XOM, VTI,
- Sold Out: LMT, TEVA, BABA, FLT, LU, SAVA, GLD,
For the details of Souders Financial Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/souders+financial+advisors/current-portfolio/portfolio
These are the top 5 holdings of Souders Financial Advisors- Schwab US Dividend Equity ETF (SCHD) - 296,552 shares, 7.10% of the total portfolio. Shares added by 2.46%
- Vanguard S&P 500 ETF (VOO) - 54,522 shares, 6.93% of the total portfolio. Shares added by 4.16%
- Procter & Gamble Co (PG) - 97,847 shares, 4.41% of the total portfolio. Shares added by 6.35%
- iShares Core U.S. Aggregate Bond ETF (AGG) - 112,495 shares, 4.16% of the total portfolio. Shares added by 1.77%
- Apple Inc (AAPL) - 84,323 shares, 3.85% of the total portfolio. Shares added by 1.35%
Souders Financial Advisors initiated holding in T. Rowe Price Blue Chip Growth ETF. The purchase prices were between $31.53 and $34.1, with an estimated average price of $32.9. The stock is now traded at around $33.640300. The impact to a portfolio due to this purchase was 1.09%. The holding were 106,319 shares as of 2021-09-30.
New Purchase: Seagen Inc (SGEN)Souders Financial Advisors initiated holding in Seagen Inc. The purchase prices were between $142.45 and $169.82, with an estimated average price of $155.61. The stock is now traded at around $183.485700. The impact to a portfolio due to this purchase was 0.25%. The holding were 4,611 shares as of 2021-09-30.
New Purchase: AMPLIFY ETF TR (DIVO)Souders Financial Advisors initiated holding in AMPLIFY ETF TR. The purchase prices were between $34.78 and $36.55, with an estimated average price of $35.87. The stock is now traded at around $37.093300. The impact to a portfolio due to this purchase was 0.23%. The holding were 20,013 shares as of 2021-09-30.
New Purchase: CrowdStrike Holdings Inc (CRWD)Souders Financial Advisors initiated holding in CrowdStrike Holdings Inc. The purchase prices were between $232.8 and $286.37, with an estimated average price of $258.27. The stock is now traded at around $267.150000. The impact to a portfolio due to this purchase was 0.22%. The holding were 2,748 shares as of 2021-09-30.
New Purchase: Caterpillar Inc (CAT)Souders Financial Advisors initiated holding in Caterpillar Inc. The purchase prices were between $189.84 and $221.66, with an estimated average price of $208.43. The stock is now traded at around $204.295000. The impact to a portfolio due to this purchase was 0.21%. The holding were 3,375 shares as of 2021-09-30.
New Purchase: Edwards Lifesciences Corp (EW)Souders Financial Advisors initiated holding in Edwards Lifesciences Corp. The purchase prices were between $102.91 and $122.75, with an estimated average price of $114.13. The stock is now traded at around $116.530000. The impact to a portfolio due to this purchase was 0.21%. The holding were 5,798 shares as of 2021-09-30.
Added: CSX Corp (CSX)Souders Financial Advisors added to a holding in CSX Corp by 145.12%. The purchase prices were between $29.71 and $34.13, with an estimated average price of $32.03. The stock is now traded at around $35.570000. The impact to a portfolio due to this purchase was 0.17%. The holding were 30,469 shares as of 2021-09-30.
Added: Newmont Corp (NEM)Souders Financial Advisors added to a holding in Newmont Corp by 91.78%. The purchase prices were between $53.71 and $63.98, with an estimated average price of $59.05. The stock is now traded at around $53.750000. The impact to a portfolio due to this purchase was 0.11%. The holding were 13,770 shares as of 2021-09-30.
Added: ASML Holding NV (ASML)Souders Financial Advisors added to a holding in ASML Holding NV by 21.82%. The purchase prices were between $673.69 and $889.33, with an estimated average price of $785.63. The stock is now traded at around $812.420000. The impact to a portfolio due to this purchase was 0.02%. The holding were 402 shares as of 2021-09-30.
Sold Out: Lockheed Martin Corp (LMT)Souders Financial Advisors sold out a holding in Lockheed Martin Corp. The sale prices were between $336.05 and $383.48, with an estimated average price of $362.11.
Sold Out: Teva Pharmaceutical Industries Ltd (TEVA)Souders Financial Advisors sold out a holding in Teva Pharmaceutical Industries Ltd. The sale prices were between $8.38 and $10.18, with an estimated average price of $9.37.
Sold Out: Alibaba Group Holding Ltd (BABA)Souders Financial Advisors sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.
Sold Out: Fleetcor Technologies Inc (FLT)Souders Financial Advisors sold out a holding in Fleetcor Technologies Inc. The sale prices were between $245.6 and $270.32, with an estimated average price of $258.8.
Sold Out: Lufax Holding Ltd (LU)Souders Financial Advisors sold out a holding in Lufax Holding Ltd. The sale prices were between $6.98 and $11.18, with an estimated average price of $8.34.
Sold Out: Cassava Sciences Inc (SAVA)Souders Financial Advisors sold out a holding in Cassava Sciences Inc. The sale prices were between $41.79 and $135.3, with an estimated average price of $83.05.
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